Method CRM
About Method CRM
Method CRM Pricing
Mix and match pricing options to create a plan that’s perfect for every member of your team. Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account.
Starting price:
$25.00 per month
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for Method CRM
1 - 5 of 94 Reviews
Joe
Health, Wellness and Fitness, 2 - 10 employees
Used less than 12 months
OVERALL RATING:
3
Reviewed May 2021
Prone to Critical Errors, Only useful for small, simple businesses
Rich
Verified reviewer
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2018
Under promised and OVER delivered!!!
We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!
PROSWe chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!!
CONSNo current integration with Voice over IP phone systems!. We think it would be awesome to be able to click and dial directly the customer from inside Method:CRM. (FYI: SalesForce and Insightly CRM has this option right now.) Please STRONGLY consider this. It would save us a lot of prospecting time! Thank you!
Amier
Media Production, 11-50 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
All-in-one Quickbooks CRM
Excellent. Method customer service has been top notch.
PROSExcellent user interface and easy integration with Quickbooks desktop.
CONSIt is pricey but you could opt for less features for a lower price.
Reason for choosing Method CRM
Much more features and easy synchronization with QuickBooks.
Vendor Response
Thanks for your kind review Amier! If you aren't already on an annual plan, making the switch gets you a 10% discount. I just wanted to share that in case it's helpful information.
Replied June 2021
Anonymous
2-10 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed March 2021
Prone to Critical Errors, Only useful for small, simple businesses
Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use Quickbooks - but if you're looking to build complex automation, be wary and confirm its ability to support your use case on a very granular level - Otherwise, you may find out too late. For custom apps, the development itself is not difficult, but if you do require a developer to complete the project, Method provides custom app development @ >$100/hour, which in my experience was over-priced.
PROSWithin the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.
CONSFirst and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it... There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point. These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.
Reasons for switching to Method CRM
Integration with Quickbooks
Vendor Response
Thank you for taking the time to share this feedback with us. Your feedback is very important to us and has been passed to our development team for further action.
Replied March 2021
David
Transportation/Trucking/Railroad, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2021
This was made for dummies
I found the total integration with QuickBooks was the best compared to other products I have looked at .
CONSAt this point in time I cannot find a fault worth mentioning
Reasons for switching to Method CRM
Coper was ok and only integrates with Gmail. This does both with QuickBooks And Gmail and Outlook
Vendor Response
Thank you for finding the time to leave a review, David!
Replied September 2021